Perspectives

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AI Era Spurs Recalibration—Not Retreat—in Software

February 13, 2026 3 min read
Recently, there’s been significant volatility in the public market, raising concerns about longevity for many companies in the face of artificial intelligence (AI) advances. This has led to meaningful sell-offs—often in ways that appear disconnected from company-specific fundamentals.
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Real Estate Secondary Market Volume Hits Record $20 Billion in 2025

February 13, 2026 5 min read
The real estate secondaries market continued its strong growth in 2025, reaching a record $20.3 billion in total volume.
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The Winter Sports Boom Is Just Getting Started

February 11, 2026 5 min read
Winter sports have always inspired a particular kind of devotion — fierce, tribal, rooted in geography and family ritual.
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Resilience Meets Crosscurrents: What’s Shaping Credit in 2026

February 9, 2026 5 min read
From renewed issuance to geopolitical shifts, tightening conditions and perceived risks from a changing technology backdrop, investors should maintain their focus on valuations and credit quality as opportunities broaden across public and private markets.
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